Jackson Wealth Management, LLC DWS EQUITY 500 INDEX VIP Transaction History

Jackson Wealth Management, LLC

  • $647 Million
  • Q2 2025
Number of Shares
139,597
Previous 139,831 0.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
N/A
-234 Reduced 0.17%
139,597 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-2,628 Reduced 1.84%
139,831 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-322 Reduced 0.23%
142,459 $0
Q3 2024

Oct 22, 2024
BUY
N/A
48,655 Added 51.69%
142,781 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-53,561 Reduced 36.27%
94,126 $0
Q1 2024

Jun 11, 2024
SELL
N/A
-1,861 Reduced 1.24%
147,687 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-373 Reduced 0.25%
149,548 $0
Q3 2023

Nov 14, 2023
BUY
N/A
149,921 New
149,921 $0
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email